Retirement

Oct 312 min read

Spooky Financial Stories

With Halloween upon us, we wanted to take a moment to discuss scary and spooky financial topics...

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May 33 min read

Municipal Bonds: Should You Invest?

The last several years have seen significant changes in the bond markets, and municipal bonds issued by local state and city governments...

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Apr 122 min read

Do You Have An End of Life Care Plan?

In last week's blog post, we uncovered the power of establishing a will to leave a charitable legacy after one's lifetime. However, a...

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Apr 52 min read

Being Charitable After Life

Today, we would like to discuss a financial planning strategy that one doesn't see through in their lifetime: using one's life savings...

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Mar 292 min read

What Is LOUD BUDGETING

A new financial trend amongst Gen Z is on the rise on TikTok, and it is loud, literally! Loud Budgeting Loud budgeting is the practice of...

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